- Provide service and marketing/placing assistance to assigned accounts.
- Support agency and assigned producers by placing and processing new business and renewals.
- Support sales and account growth objectives of the agency through cross selling, up selling, making inter departmental referrals and obtaining testimonials and referrals.
- Assist Account Manager's and agency's target goals for:
- Client service including zero backlogs in account servicing for all transaction processing
- Renewal retention
- Sales including new business production and referrals
- Account development including cross selling and up-selling
- Collections
- Provide support to producers to facilitate account growth.
- Good oral and written communication skills
- Technical and client relations experience
- Good organizational skills
- Property casualty license required or must obtain license within first 90 days of employment.
- College degree, CISR, ACSR, CIC or CPCU preferred.
- Assist with all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, billing, follow-up, and correspondence on assigned accounts.
- Maintain all client files in the agency management system with full policy detail and use the system for all transactions, notes and diaries.
- Respond to client inquiries, incoming mail, company requests, and producers' needs on a timely basis.
- Collect renewal data on assigned accounts.
- Review and order renewals according to agency procedures.
- Survey policy coverages and identify cross-selling and upgrading opportunities.
- Review, analyze, and submit applications to insurance companies.
- Follow agency's underwriting guidelines.
- Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to insure clients/prospects understanding and adequacy of coverages.
- Review new business, renewals, endorsements to insure items were received as ordered.
- Prepare billing following agency's credit and collections policies.
- Participate in courses for insurance/sales skills.
- Maintain current knowledge of underwriting requirements of carriers.
- Keep current with industry trends by reading appropriate journals and company bulletins.
- Maintain knowledge of policy provisions and any changes in these provisions.
- Maintain client risk files on computer system and use computer system for all processing transactions.
- Participate in any special projects at management's request.
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Description
Job Description
Job DescriptionReports to
Department Head
Primary Role
Performance Standards
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